Ibotta CFO has 33,347 shares withheld for taxes

Ibotta’s CFO had shares withheld to cover taxes on RSU vesting, leaving a direct holding of 303,479 shares.

Rhea-AI Filing Summary

Ibotta, Inc. (IBTA) reported that its Chief Financial Officer, Matthew H. Puckett, had 33,347 shares of Class A Common Stock withheld on September 1, 2026 to satisfy income tax and withholding obligations in connection with the vesting and net settlement of previously reported restricted stock units (RSUs). This was not an open-market sale. After this tax-withholding disposition, he directly held 303,479 shares, which include RSUs that each represent a contingent right to receive one share of Class A Common Stock, subject to vesting.

Insider Trade Summary

Tax Withholding: 33,347 shares

Tax Withholding 1 txn

Insider Puckett Matthew H

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Tax Withholding	Class A Common Stock F1, F2	33,347	$37.21	$1.24M

Holdings After Transaction: Class A Common Stock — 303,479 shares (Direct)

Footnotes (2)

1. F1. This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").
2. F2. Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Key Figures

Shares withheld for tax obligations: 33,347 shares Per-share value used for withholding: $37.21 per share Shares held after transaction: 303,479 shares +1 more

4 metrics

Shares withheld for tax obligations 33,347 shares Tax-withholding disposition on September 1, 2026 tied to RSU vesting

Per-share value used for withholding $37.21 per share Value applied to the 33,347 withheld shares on September 1, 2026

Shares held after transaction 303,479 shares Direct Class A Common Stock holdings of the CFO following the transaction

RSU conversion ratio 1 share per RSU Each RSU represents a contingent right to receive one share of Class A Common Stock

Key Terms

restricted stock units, net settlement, contingent right, withheld by the Issuer

4 terms

restricted stock units financial

"in connection with the vesting and net settlement of previously reported restricted stock units"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

net settlement financial

"to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement"

contingent right financial

"Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock"

withheld by the Issuer financial

"represents shares that have been withheld by the Issuer to satisfy its income tax"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Ibotta (IBTA) disclose for its CFO?

Ibotta disclosed that CFO Matthew H. Puckett had 33,347 shares of Class A Common Stock withheld on September 1, 2026 to satisfy income tax and withholding obligations related to the vesting and net settlement of previously reported RSUs; this was not a market sale.

Was the Ibotta (IBTA) CFO’s Form 4 transaction an open-market sale?

No. The filing states the transaction is not a sale of shares by the CFO. The 33,347 shares were withheld by Ibotta to satisfy income tax and withholding and remittance obligations upon RSU vesting and net settlement.

How many Ibotta (IBTA) shares does the CFO hold after this Form 4 transaction?

After the September 1, 2026 tax-withholding transaction, CFO Matthew H. Puckett directly holds 303,479 shares of Ibotta’s Class A Common Stock. The filing notes that certain of these securities are RSUs, each representing a contingent right to receive one share, subject to vesting.

At what price were the Ibotta (IBTA) CFO’s withheld shares valued on the Form 4?

The 33,347 shares withheld to cover tax obligations were valued at $37.21 per share in the transaction report. This valuation relates to the payment of income tax and withholding obligations associated with the vesting of previously reported RSUs.

Was the Ibotta (IBTA) CFO’s Form 4 transaction under a Rule 10b5-1 trading plan?

No. The filing’s Rule 10b5-1 checkbox is not checked, and no footnote indicates that the September 1, 2026 tax-withholding transaction was made pursuant to a Rule 10b5-1 or other pre-arranged trading plan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/03/2026 - 05:32 PM EDT Accepted by SEC EDGAR 09/03/2026 - 05:28 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Puckett Matthew H

(Last) (First) (Middle)

1400 16TH STREET, SUITE 600

(Street)

DENVER COLORADO 80202

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Ibotta, Inc. [ IBTA ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	09/01/2026		F(1)		33,347	D	$37.21	303,479(2)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

2. Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Remarks:

	/s/ David T. Shapiro, by power of attorney	09/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)